Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" @ Squibler AI
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Jay Malick Location
Charlotte, NC, US
Jay Malick Work
2025 -now Financial Advisor @ Imprimis Financial, affiliated with MassMutual
2022 -now Advisor and Lecturer @
2022 -now Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" @
2020 -2022 Managing Director, Wealth Management Business Controls (Assignment during COVID) @
2007 -2020 Managing Director, Investment Solutions Group - Bank of America Private Bank | Merrill @
1998 -2007 Head of Product Development and Sub-Advisory Relationship Mgt - Columbia Threadneedle Investments @
1989 -1996 BNY Hamilton Mutual Funds Leader @
Jay Malick Education
University of Delaware
Bachelor of Science - BS (Economics)
Jay Malick Summary
Jay Malick, based in Charlotte, NC, US, is currently a Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" at Author. Jay Malick brings experience from previous roles at Imprimis Financial, affiliated with MassMutual, Lecturer - Economics | Finance and Bank of America Merrill Lynch. Jay Malick holds a Bachelor of Science - BS in Economics @ University of Delaware. Jay Malick has 2 emails and 1 mobile phone numbers on RocketReach.
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